Unlocking Tax-Deferred Growth: How 351 Exchanges Are Reshaping Asset Management

351 Exchange
The Crux, Toews Asset Management’s investor education series, Eben Burr sits down with Matt Bucklin

In this episode of The Crux, Toews Asset Management’s investor education series, Eben Burr sits down with Matt Bucklin to explore the groundbreaking potential of ExchangiFi. They dive into how 351 exchanges are poised to revolutionize the asset management landscape—offering ETF issuers a new source of seed capital, empowering investors to diversify without triggering taxes, and enabling long-term compounding through tax deferral. It’s a strategic win-win for both sides of the table. Watch the full conversation to see how this innovative fintech solution is changing the game.

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351 Conversion connects investors with ETF issuers to participate in an IRS code 351 exchange and diversify low cost basis stocks and SMAs into new ETF issues without paying capital gains.

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